First National Bank of Omaha’s iShares S&P 500 Growth ETF IVW Stock Holding History

First National Bank of Omaha’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,800	Closed	-$243K	–	375
2020 Q4	$243K	Sell	3,800 -200	-5%	-$12.1K	0.01%	336
2020 Q3	$231K	Sell	4,000 -440	-10%	-$24.9K	0.01%	325
2020 Q2	$230K	Sell	4,440 -2,204	-33%	-$106K	0.02%	317
2020 Q1	$274K	Sell	6,644 -800	-11%	-$37.8K	0.02%	293
2019 Q4	$360K	Sell	7,444 -1,092	-13%	-$50.6K	0.02%	298
2019 Q3	$384K	Sell	8,536 -9,024	-51%	-$408K	0.02%	281
2019 Q2	$787K	Buy	17,560 +11,732	+201%	+$516K	0.05%	234
2019 Q1	$251K	Hold	5,828	–	–	0.02%	295
2018 Q4	$220K	Hold	5,828	–	–	0.02%	297
2018 Q3	$258K	Buy	5,828 +272	+5%	+$11.7K	0.01%	370
2018 Q2	$226K	Hold	5,556	–	–	0.01%	372
2018 Q1	$215K	Sell	5,556 -2,200	-28%	-$87.8K	0.01%	376
2017 Q4	$296K	Buy	+7,756	New	+$290K	0.02%	361
2017 Q3	–	Sell	-6,756	Closed	-$231K	–	383
2017 Q2	$231K	Sell	6,756 -400	-6%	-$13.6K	0.01%	375
2017 Q1	$235K	Sell	7,156 -400	-5%	-$12.8K	0.01%	386
2016 Q4	$230K	Hold	7,556	–	–	0.01%	376
2016 Q3	$230K	Buy	+7,556	New	+$229K	0.02%	316

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

First National Bank of Omaha's IVW Position: Q1 2021 in Review

First National Bank of Omaha sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 3,800 shares — an estimated $243K sold.

First National Bank of Omaha first reported a position in IVW in Q3 2016 and held it in 17 quarters. The position peaked at $787K in Q2 2019. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

First National Bank of Omaha reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
First National Bank of Omaha sold 3,800 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $243K.
First National Bank of Omaha first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 17 quarters.
First National Bank of Omaha's iShares S&P 500 Growth ETF position peaked at $787K in Q2 2019.
1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on First National Bank of Omaha's 13F filing for Q1 2021, filed 6 May 2021.